See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,586 | $51,466-44.5% | $78,778-63.7% | $62,292-54.1% |
| Participation rate | 72.6% | 59.8%+12.8pp | 69.2%+3.5pp | 69.5%+3.1pp |
| Annual return | 28.75% | 19.96%+8.8pp | 35.62%-6.9pp | 28.90%-0.1pp |
| Employer contribution / active EE | $1,666 | $827+101.3% | $1,986-16.1% | $2,042-18.4% |
| Participant deferral / active EE | $2,655 | $2,147+23.6% | $2,958-10.3% | $3,169-16.2% |
| Admin fee / account holder | $482 | $489-1.4% | $5,134-90.6% | $479+0.6% |